Filed May 15, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $101,233 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $38,500 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,505 | $83,884+166.4% | $64,056+248.9% | $74,419+200.3% |
| Participation rate | 98.7% | 76.6%+22.1pp | 72.3%+26.4pp | 70.7%+27.9pp |
| Annual return | 15.40% | 16.57%-1.2pp | 33.69%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $6,241 | $3,084+102.4% | $2,747+127.2% | $2,637+136.6% |
| Participant deferral / active EE | $7,401 | $3,692+100.5% | $3,880+90.7% | $4,528+63.4% |
| Admin fee / account holder | $113 | $196-42.5% | $3,068-96.3% | $348-67.6% |